Once an investor submits a form on the investor portal you will receive an email notification.

In this article we will show you how to receive the investor's submission for review and what action you can take.

Clicking on the investor's name will bring up a modal where you can review the investor's answers to the questions found on your form.

  • Approve: approving the form submission will automatically create a contact record in the CRM as well as send the investor an invitation to the investor portal.

  • Deny: denying the form submission simply puts the submission into a denied state. This can be helpful when tracking multiple submissions during a capital raise.

Related article: How to customize InvestNext forms

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